Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 217 $11K <0.01% +56 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 214 $10.8K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 208 $10.5K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $10.1K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 200 $10.1K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 199 $10.1K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 195 $9.88K <0.01% -85 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 194 $9.83K 0.01% -8 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 181 $9.17K <0.01% new 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 175 $8.87K 0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 171 $8.66K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 171 $8.66K <0.01% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 170 $8.61K <0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 167 $8.46K 0.01% 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 158 $8K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 153 $7.75K <0.01% +50 13F-HR Timeline General Partner, Inc. 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More: the full row for Nova Wealth Management, Inc. 55 $2.79K <0.01% -12 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 55 $2.79K <0.01% +44 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 55 $2.79K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 53 $2.69K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 52 $2.63K <0.01% +8 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 52 $2.63K <0.01% +10 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. 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More: the full row for Financial Management Professionals, Inc. 47 $2.38K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 47 $2.38K <0.01% +34 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 46 $2.33K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 43 $2.18K <0.01% 0 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 43 $2.18K <0.01% +11 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 43 $2.18K <0.01% 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 42 $2.13K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 41 $2.08K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 48 $2K <0.01% 0 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 40 $2K <0.01% +11 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 35 $1.77K <0.01% -340 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 33 $1.67K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 30 $1.52K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 30 $1.52K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 26 $1.32K <0.01% +7 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 26 $1.3K <0.01% -204 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 25 $1.27K <0.01% -214 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 24 $1.22K <0.01% +14 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 24 $1.22K <0.01% +3 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 22 $1.11K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 21 $1.06K <0.01% 0 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 20 $1.01K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 19 $963 <0.01% +9 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 16 $811 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 15 $760 <0.01% +1 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 15 $760 <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 12 $608 <0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 11 $557 <0.01% new 13F-HR Timeline Nvest Wealth Strategies, Inc. 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More: the full row for GHP Investment Advisors, Inc. 8 $406 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 8 $405 <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 8 $405 <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 8 $405 <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 8 $346 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5 $253 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 5 $253 <0.01% new 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 5 $253 <0.01% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 4 $203 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4 $203 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 4 $203 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1 $51 <0.01% -667 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. WBI INVESTMENTS, LLC group of 2 filers holding More: the full row for WBI INVESTMENTS, LLC 0 new Timeline MILLINGTON SECURITIES, LLC : 23,436 (0.33%) , in WBI INVESTMENTS, LLC's report, not added 13F-HR WBI INVESTMENTS, LLC : 23,436 (0.33%) , in MILLINGTON SECURITIES, LLC's report, not added 13F-HR